Profit Sharing · DOL Form 5500 · 2023
Purt Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $292K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $291,959
- Avg per participant High balance/head
Official DOL plan name: Purt Holdings Inc. Retirement Plan · Sponsored by Purt Holdings Inc. · Missouri · Professional & Technical Services
$292K in assets, 1 participants
Purt Holdings Inc.'s Purt Holdings Inc. Retirement Plan reported $292K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,109 in Professional & Technical Services (20,321 peers)
2023 asset change
Purt Holdings Inc. Retirement Plan pulled back noticeably 13.7% in 2023 ($338K → $292K) for 1 participant.
- #2,109
- in Professional & Technical Services (20,321 peers)
- -13.7%
- assets change YoY
The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Purt Holdings Inc. Retirement Plan among the smaller filed plans by assets
Purt Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$291,959 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Purt Holdings Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Purt Holdings Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Purt Holdings Inc. Retirement Plan reported net income fell from $338K in the plan year 2022 filing to -$46K in the plan year 2023 filing.
- Purt Holdings Inc. Retirement Plan end-of-year assets fell from $338K in the plan year 2022 filing to $292K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 881042069 · Purt Holdings Inc. PY 2023 · Profit Sharing
Purt Holdings Inc. Retirement Plan · $292K · 1 · 13th
- RANK $292K
- RANK 1
- RANK 13th
- RANK Profit Sharing
- RANK near Jmgm, Inc. Retirement Plan
- RANK ind #2109
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Missouri →
Purt Holdings Inc. Retirement Plan in the asset neighbourhood
Purt Holdings Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Purt Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $313K 7.600210378267216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $338K |
| 2023 | 1 | 1 | $292K |
| 2024 | 1 | 1 | $313K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $338K |
|---|---|
| Net Assets (End of Year) | $292K |
| Net Income | -$46K |
| Employer EIN | 881042069 |
| Plan Effective Date | 2022-03-11 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Purt Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Jmgm, Inc. Retirement Plan in PA ($292K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($292K here).
- Jmgm, Inc. Retirement Plan (PA) $292K · 1
- Capaquarian Management Inc. Retirement Plan (CA) $292K · N/A
- Whitehawk Retirement Plan (TX) $292K · 145
- Gonzalez-Buxo Retirement Plan (PR) $292K · 7
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.